Purchases and Sales Made in Q3 2023 in Equifax Inc (EFX)
This table provides information about the institutional ownership of Equifax Inc (EFX) during Q3 2023. The information is specifically focused on institutions that hold shares of EQUIFAX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
248+ 1.94% |
$44.7K - $59K
|
13K
$3.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
245+ 4.42% |
$44.2K - $58.3K
|
5.78K
$1.48M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
240New |
$43.3K - $57.1K
|
240
$61.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
221+ 3.21% |
$39.9K - $52.6K
|
7.1K
$1.82M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
BUY
|
- |
212+ 6.66% |
$38.2K - $50.4K
|
3.39K
$870K
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
210+ 0.38% |
$37.9K - $49.9K
|
55.1K
$14.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
206+ 5.0% |
$37.2K - $49K
|
4.33K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
199+ 16.99% |
$35.9K - $47.3K
|
1.37K
$351K
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
188+ 4.31% |
$33.9K - $44.7K
|
4.55K
$1.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
186+ 2.0% |
$33.5K - $44.2K
|
9.5K
$2.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
182+ 5.68% |
$32.8K - $43.3K
|
3.39K
$868K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
167+ 14.6% |
$30.1K - $39.7K
|
1.31K
$336K
|
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
158+ 9.89% |
$28.5K - $37.6K
|
1.76K
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
151+ 9.17% |
$27.2K - $35.9K
|
1.8K
$461K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
150+ 8.22% |
$27.1K - $35.7K
|
1.97K
$506K
|
|
|
Nov 13, 2023
Q3 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
150+ 12.51% |
$27.1K - $35.7K
|
1.35K
$346K
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
139New |
$25.1K - $33.1K
|
139
$35.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
BUY
|
- |
135New |
$24.3K - $32.1K
|
135
$34.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
133+ 10.27% |
$24K - $31.6K
|
1.43K
$366K
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
127+ 2.88% |
$22.9K - $30.2K
|
4.53K
$1.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
125+ 0.68% |
$22.5K - $29.7K
|
18.6K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
124+ 6200.0% |
$22.4K - $29.5K
|
126
$32.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
123+ 2.17% |
$22.2K - $29.3K
|
5.8K
$1.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
110+ 440.0% |
$19.8K - $26.2K
|
135
$34.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
99+ 31.13% |
$17.9K - $23.5K
|
417
$107K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
92New |
$16.6K - $21.9K
|
92
$23.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
91+ 7.84% |
$16.4K - $21.6K
|
1.25K
$321K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
83New |
$15K - $19.7K
|
83
$21.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
80+ 70.8% |
$14.4K - $19K
|
193
$49.5K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
71+ 55.47% |
$12.8K - $16.9K
|
199
$51K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
69+ 8.26% |
$12.4K - $16.4K
|
904
$232K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
69+ 1.64% |
$12.4K - $16.4K
|
4.29K
$1.1M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
62New |
$11.2K - $14.7K
|
62
$15.9K
|
|
|
Oct 12, 2023
Q3 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
60+ 4.8% |
$10.8K - $14.3K
|
1.31K
$336K
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
58+ 0.53% |
$10.5K - $13.8K
|
11.1K
$2.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
57+ 16.81% |
$10.3K - $13.6K
|
396
$102K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
55+ 1.59% |
$9.92K - $13.1K
|
3.51K
$900K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
55+ 48.25% |
$9.92K - $13.1K
|
169
$43.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
BUY
|
- |
54+ 1.32% |
$9.74K - $12.8K
|
4.13K
$1.06M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
52+ 13.0% |
$9.38K - $12.4K
|
452
$116K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
47+ 9.4% |
$8.48K - $11.2K
|
547
$140K
|
|
|
Nov 13, 2023
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
44+ 3.01% |
$7.94K - $10.5K
|
1.51K
$386K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
40New |
$7.21K - $9.51K
|
40
$10.3K
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
39+ 0.03% |
$7.03K - $9.27K
|
145K
$37.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
38New |
$6.85K - $9.04K
|
38
$9.74K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
38+ 2.17% |
$6.85K - $9.04K
|
1.79K
$459K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
38New |
$6.85K - $9.04K
|
38
$9.74K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
38New |
$6.85K - $9.04K
|
38
$9.74K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
35+ 5.24% |
$6.31K - $8.32K
|
703
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
34+ 20.48% |
$6.13K - $8.09K
|
200
$51.3K
|